Personal Financial Planning

Center for Financial Responsibility

Become a partner in our research initiatives at the Center for Financial Responsibility.

Join the Center for Financial Responsibility (CFR) by supporting the innovative research
they are conducting in areas of retirement planning, risk management, financial health,
and financial planning history, or participate in one of the monthly research series
lunches.

Research Opportunities

Retirement Planning & Living Research Initiative

The Retirement Planning & Living Research Initiative promotes research that enhances
our understanding of the financial, psychological, social, cognitive and physical
transitions related to retirement.

Personal Risk Management Initiative

The Personal Risk Management Initiative will educate a new generation of Risk Management
Professionals who will facilitate decision making and will practice at the highest
standard of care for the benefit of the consumer.

For more information about this initiative, please contact John Gilliam.

Personal Financial Health Initiative

The Personal Financial Health Initiative promotes research and development of best
practices regarding financial health production through awareness, education, habituation,
examination and adjustment.

For more information about this initiative, please contact Sandra Huston.

Financial Planning Research Series

FP Research Series is a monthly speaker series hosted by the Department of Personal
Financial Planning and Center for Financial Responsibility. Each month researchers
present a working paper from the fields of financial planning, finance, human behavior,
retirement, or consumer economics. The goal is to promote productive multi-disciplinary
research related to personal financial planning.

Archives for the History of Financial Planning

The Financial Planning History Archives is responsible for acquiring and preserving
items of historical significance to the financial planning profession. Valuable historical
resources will be made available onsite, electronically and through educational public
outreach programs.

For more information about this initiative, please contact Bill Gustafson.